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Coca-Cola Company shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Coca-Cola Company

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All positions including Coca-Cola Company held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 21k 58.93
2023-09-30 $1.2M 21k 55.98
2023-06-30 $1.2M 20k 60.22
2023-03-31 $1.2M 20k 62.03
2022-12-31 $1.3M 20k 63.61
2022-09-30 $1.1M 20k 55.98
2022-06-30 $1.3M 20k 62.89
2022-03-31 $1.8M 28k 61.99
2021-12-31 $1.2M 21k 59.19